News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Saturday 17 January 2026

TSMC chair confirms long-term AI demand and commitment to US expansion

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...

Saturday 17 January 2026

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...

Saturday 17 January 2026

In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering

In the inaugural episode of a new leadership podcast, Jensen Huang offers a strikingly unvarnished account of how Nvidia became one of...

Friday 16 January 2026

How the 'Taiwan Model' works in Washington's latest tariff deal

After months of high-stakes negotiations, Taiwan has secured a reciprocal tariff rate of 15% with the United States. Officials in Taipei are presenting the result as both a diplomatic...

Friday 16 January 2026

Biwin Storage profit jumps 427% as memory cycle turns

China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...

Friday 16 January 2026

Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry

Qualcomm is in talks with Samsung Electronics over contract manufacturing of 2nm chips, a move that could reportedly support Samsung's loss-making foundry business as customers reassess...

Friday 16 January 2026

Samsung to lift DRAM output 5% in 2026 as supply tightness persists

Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...

Friday 16 January 2026

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P...

Friday 16 January 2026

Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating...

Friday 16 January 2026

MediaTek scales flagship performance with Dimensity 9500s and 8500

MediaTek has launched the Dimensity 9500s and Dimensity 8500 mobile processors, both carrying over key technologies from the company's flagship Dimensity platform. The new chips deliver...

Friday 16 January 2026

US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear

The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations,...

Friday 16 January 2026

US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key...

Friday 16 January 2026

Taiwan's semiconductor test solution sector set for rapid growth amid AI chip demand surge

Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding...

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

China expedites photoresist localization to reduce Japan reliance

With China and Japan launching successive anti-dumping probes and export controls on rare earths and key semiconductor materials, the risk of China's advanced-process supply chain...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook